Estate Planning

What are your legacy goals, i.e. what do you want to provide for your heirs? Estate planning takes into consideration not only your will, but also trust and estate tax planning. We have professional relationships with estate planning attorneys and can provide recommendations, or we will be happy to work with your existing attorney to assist with your estate planning and provide a tax-efficient estate process.

Do the necessary people in your life know what you own and how to access your important documents? Do you have a team that you trust to take care of your family if something happens to you? Retirement Extender® can assist with that. Having an updated will, HIPPA-compliant Medical Power of Attorney and Durable Power of Attorney also provides peace of mind. In an emergency, updated estate planning documents allow select individuals to access critical information to make informed medical decisions and manage the assets you have spent your lifetime accumulating. Our virtual vault, provided to Retirement Extender® clients, provides 24/7 access to your important documents.